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About Us

Client Data Management a Part of INDIA TAX INFO PVT. LTD.

This Is a premier professional services firm that strives to add value to the business of its clients. Founded in 2007, the group provides a wide gamut of services in the financial space which range from Entry Level Strategy, Taxation, GST, Assurance, Consulting, Mergers and Acquisition to Corporate Financial Advisory.

India Tax give a Client Data Management at one Platform.

About CDM

Discover a class-leading, integrated suite with all the essential tools you need to run your modern accounting practice. CDM brings you, next generation, sharp and efficient practice management that is designed around jobs, workflow and resourcing.

  • Document Management
  • Task Management
  • Time Tracking
  • Billing & Invoicing
  • CDM Management
  • Client Portal
  • Multi-Office
  • Client Management

CDM is an Online Office Management software for practising chartered accountant, company secretary, tax consultants, advocates. anytime anywhere access your office details.

Current Return History

  • GST
  • Income Tax
  • TDS
  • PF
  • ESI
  • Annual Return
Lead Management
Lead Management

Business Tool

CDM Business Tool you can create Digital Letterhead, Visiting Cards etc.. Whenever needed you can make it here in one click.

  • Visiting Card
  • Letterhead

User Management

  • Company Master
  • Person / Director Master
  • Company Profile
  • Authorised Persoan Profile
  • Bank Master
  • Password Master
  • Registation Master
  • Change Password
  • PAN to DIN
Lead Management
Quotations, Invoices & Payments Management

Business Summary

  • TDS / TCS
  • PF / ESIC
  • GST
  • Income Tax
  • Annual Return

Client Management Software for Chartered Accountants/Professionals

  • CDM office management software is designed for Chartered Accountants to maintain work records and update the statuses of the work done by the employees. You will also receive various kinds of reports which would help you in planning and analysis. It also maintains work records and updates the statuses of the work done by the employees.
  • This would give a clear idea of the amount of work done or pending with each employee. CDM Chartered accountants software CDM also maintains billing and receipt register. In this manner, your CDM gets a statement of client account and outstanding register as well.

How Does CDM Office Management Software Help IN Increase Your Practice

  • Increased approach to potential clients
  • Get more partners for your firm
  • Widening the network for referral work
  • Manage productivity of your employees
  • Generating invoices & getting
  • Organise daily tasks and achieve


A free, no obligation test drive awaits you

Get in Touch

Ticket Management

  • Custom Support Portal
  • Multilingual Support
  • Mail to Ticket
  • Call to Ticket
  • Webform to Ticket
  • Customized Feedbacks
  • Ticket Dispatch Automation
  • Event Based Notification
  • Custom SLA
  • Custom Roles
  • Detailed Report
Ticket Management

Data Master

Data Master is the set of identifiers that provides context about business data such as location, customer, product, asset, etc. It is the core data that is absolutely essential for running operations within a business enterprise or unit. Otherwise, there would be no way to uniformly compare data between systems.

  • data secure Data Secure
  • All Data access from anyWhere
  • Business Data Access any time any where

Our numbers speak for us

30 Lakh+

Businesses Trust us

1 Cr+

Invoices created


Cities & Towns in India


Rating on Google Play

Business Sale Analysis

  • Sales Trend Analysis
  • Sales Performance Analysis
  • Predictive Sales Analysis
  • Predefined Templates
  • Sales Pipeline Analysis
  • Product Sales Analysis
  • Sales Effectiveness Analysis
  • Diagnostic Analysis
  • Prescriptive Analysis
  • Marketing Research
Webform Management
landingpage Management

Landing Pages

  • Drag & Drop Landing Pages
  • Predefined Templates
  • SMS / Mail / Voice Integration
  • Multi Currency Support
  • Personalized Landing Page
  • Landing Page Tracking
  • SMS / Mail / Voice Integration
  • Host on Self Domain


  • Event Triggered Campaigns
  • Scheduled Campaign
  • SMS / Mail / Voice Campaigns
  • Advance Campaigns
  • Webform to Ticket
  • Group Based Campaigns
  • Google Adwords Campaign
Campaign Management
Social Media Integration Management

Social Media Integration

  • Integrate facebook pages and facebook forms with Billbuddies
  • Capture all digital and social media leads through web forms
  • Auto lead capturing
  • Auto lead creation and assignment
  • Triggered SMS/Mail/Connect to agent
  • campaigns on lead creation
  • Integration link with Youtube
  • Integration link with Twitter
  • Integration link with Instagram

Contact Us



Help & Support

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